Designate a Presenter on a Proposal

Assign a presenter to a proposal

The presenting agent’s information appears on the proposal’s introduction screen and the first page of the PDF proposal download. Any user who has access to the client can be made the presenter on a proposal to that client.

To change the presenter of a proposal, click on the arrow next to their name on the proposal’s introduction screen. If the desired presenter does not appear in the list, they can be added by sharing the client with them.

The presenter’s state/carrier permissions will determine which plans are displayed in the Available Plans lists within the proposal.

Next: Share a Client with Coworkers